Kimberly Thomas is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and eight years of industry experience. She has previously worked at Valic Financial Advisor, Inc., Agia, and Nationwide Investment Services Corporation. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Thomas Bussard is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been associated with Nationwide Investment Services Corporation since 1998. Based in Columbus, OH, Bussard’s career is focused within the Nationwide family of firms. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm partners with independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Abdallah Osman is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Julie Tomblin is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Andres Velasquez is a financial advisor at VALIC Financial Advisors in Columbus, OH, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VALIC Financial Advisors since 2013 and at Agia since 2022. Outside of his advisory work, Velasquez serves as a softball umpire for the Lancaster Girls Softball organization. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Gagnon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary model combining point-in-time financial planning with ongoing portfolio management through customizable and model-based managed accounts.

Eldon Malone II is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corporation since 1997. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Toby Woloshan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gahanna, OH, holding Series 63 and Series 65 designations and has 22 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he co-owns TDL Investments, LLC, which manages investment properties. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Jeffrey Harper is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed, Inc. From 2025, he serves as Managing Partner at Lake Forest Financial Advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Greene is a financial advisor with Nationwide Investment Advisors, LLC and holds Series 63 and Series 66 designations. He has eight years of industry experience, including prior roles at Nationwide Investment Services Corporation, MMl Distributors, MassMutual, John Hancock Distributors LLC, and State Farm. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm serves a large client base with a scale-oriented model, relying on independent financial experts for portfolio construction and focusing exclusively on plan participants and sponsors.

Gerald Childs is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Nationwide Investment Services Corporation, W&S Brokerage Services, and The Prudential Insurance Company of America. Outside of finance, he owns and operates G's Trees, a business unrelated to investment services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets through a scale-oriented model that relies on outsourced portfolio construction and automated enrollment features.

Graham Hickey is a financial advisor at Nationwide Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise and Nationwide Investment Services Corporation. Outside of financial advising, he is involved in managing an Airbnb rental and had a role with Therepairdepot.com. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm uses independent financial experts to develop model portfolios and serves a large client base primarily within retirement plan contexts.

Eric Bordonaro is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2008. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients with roughly 398 advisers.

Richard Galzarano is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014, and prior to that was with PRUCO Securities, LLC. Outside of his advisory role, he serves as a board member for the North Columbus Jaycees, a community organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering financial planning, advisory programs, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, managing both discretionary and non-discretionary assets with approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

David Cushing is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and over 28 years of industry experience. He has been with Voya Financial Advisors since 2014 and serves as Senior Adviser at Koch, Cushing Financial Group. Outside of his advisory roles, he is a board member of CSE Federal Credit Union and operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to offer both discretionary and non-discretionary investment management through a large network of advisers.

James Corbett Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has been with Nationwide Investment Services Corporation since 2014. Nationwide Investment Advisors specializes in providing investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Corbin Jones is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His prior work includes roles at Buckley Financial Planning and N. Wasserstrom, as well as eight years at Vineyard Columbus Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Brook Sharp is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Nationwide Investment Services Corp in 2019, Sharp worked at Tailored Management and held various roles including positions at Jimmy Johns and A Sharp Staffing, as well as involvement with BGSU Graduate and Executive Programs in Business. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop model portfolios, serving a large client base with a scale-oriented, recordkeeper-driven approach.

Zachary Carter is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with VOYA and its affiliates since 2005. Outside of his advisory role, he serves as an usher and Audit Committee volunteer at Lebanon United Methodist Church. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, managed accounts, and retirement advisory services to individuals, pension plans, charities, and corporate clients. The firm combines internal and external strategists and technology tools to implement customized investment solutions, offering both advisory and broker-dealer services through a large network of representatives.

Robert Gill is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations with 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and T. Rowe Price. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm utilizes independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base with an emphasis on ERISA-covered plans.